Client Services Associate managing Debt Capital Markets operational aspects. Involves transaction management, client interaction, and compliance in a fast - paced environment.
About the role
- Executive Assistant to Head of BCM Client Services handling various administrative tasks to support leadership at EXL. Requires strong communication and organizational skills for effective collaboration.
Responsibilities
- Manage, own and execute on a broad variety of administrative tasks for the Head of Banking Capital Markets (BCM), including, managing an active calendar of appointments; completing expense reports; and composing and preparing correspondence. Will support 2 or 3 more leaders in addition to the Head of BCM.
- Communicates directly, and on behalf of the Head of BCM with internal stakeholders, external clients, board members, advisors, partners among others.
- Draft, refine, and manage executive-level communication, including briefing notes, talking points, and presentations.
- Research, prioritize, and follow up on incoming issues and concerns, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response.
- Works closely and effectively with stakeholders to keep them well informed of upcoming commitments and responsibilities, following up appropriately.
- Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures
- Assists with production of presentations including PowerPoint and Excel formats by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
- Manage the leader’s complex inbox and calendar, ensuring optimal time allocation for strategic priorities, meetings, and engagements. Monitor and prioritize emails, correspondence, and action items for the leader.
- Manage social media accounts on behalf of the Head of BCM and work proactively with team to identify trending topics and increase brand engagement.
- Oversee travel planning, logistics, and expense management to optimize efficiency.
- Maintain organized records of key discussions, action items, and follow-ups to ensure continuity in decision-making.
Requirements
- 10+ years of experience supporting SVP, C-Level Executives, senior leaders.
- Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
- Expert level written and verbal communication skills
- Strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members, and external partners
- Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of service and response
- Demonstrated proactive approaches to problem-solving with strong decision-making capability
- Highly resourceful team-player, with the ability to also be effective independently
- Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat, Oracle, ERP systems, and Concur.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
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